Other · DOL Form 5500 · 2023
Inova Health System Retirement Plan
Data updated 2026-08-25
- $149M
- Total assets Near avg plan size
- 19,826
- Participants Very large workforce
- 94th
- Percentile by assets National rank
- $7,534
- Avg per participant Low balance/head
Official DOL plan name: Inova Health System 403(b) Plan · Sponsored by Inova Health System · Virginia · Healthcare & Social Assistance
$149M in assets, 19,826 participants
Inova Health System's Inova Health System 403(b) Plan reported $149M in total assets and 19,826 participants in its 2023 DOL Form 5500 filing, ranking in the 94th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #16,684 in Healthcare & Social Assistance (17,684 peers)
Coverage in Virginia
Inova Health System 403(b) Plan covers 19,826 participants in Virginia, 25x the typical Virginia plan (state average ~782 per filing). Assets: $149M.
- #16,684
- in Healthcare & Social Assistance (17,684 peers)
- +13.9%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Inova Health System 403(b) Plan's outsized position by total assets
Inova Health System 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$149,375,695 Top 6% higher than 94% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Inova Health System 403(b) Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Inova Health System 403(b) Plan is a mega filing (19,826 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Inova Health System 403(b) Plan reported net income rose from -$31M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Inova Health System 403(b) Plan end-of-year assets rose from $131M in the plan year 2022 filing to $149M in the plan year 2023 filing.
- Inova Health System 403(b) Plan reported participants rose from 17,563 in the plan year 2022 filing to 19,826 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 541071867 · Inova Health System PY 2023 · Other
Inova Health System 403(b) Plan · $149M · 19,826 · 94th
- BOY $149M
- SCH 19,826
- EBSA 94th
- PART Other
- TYPE near Elizabethtown College Defined Contribution Retirement Plan
- NET ind #16684
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Virginia →
Inova Health System 403(b) Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $131M |
|---|---|
| Net Assets (End of Year) | $149M |
| Net Income | $18M |
| Employer EIN | 541071867 |
| Plan Effective Date | 1981-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Inova Health System)
Sponsor-wide plan assets over time
All Inova Health System plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.7B 46.78229289637805% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 35,478 | $2.5B |
| 2023 | 2 | 39,461 | $3.1B |
| 2024 | 2 | 43,773 | $3.7B |
Nearby Other Plans in Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- Sentara 403(b) Savings Plan $3.3B · 25,806
- The George Washington University Supplemental Retirement Plan $1.5B · 8,047
- Institute for Defense Analyses Tax Deferred Annuity Plan $801M · 1,453
- Carilion Clinic 403(b) Retirement Savings Plan $722M · 12,978
- Centra Health Matching Tax Deferred Savings Plan $670M · 7,141
Scale composition for Inova Health System 403(b) Plan
Inova Health System 403(b) Plan reports $149M in end-of-year assets across 19,826 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.021% of 93,925,755 covered participants) - about $7,534 per participant (5% of the national average assets-per-participant) . Net income for plan year 2023 was $18M.
This plan identity (EIN 541071867, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $131M to $157M (+19.4%) while covered participants moved from 17,563 to 22,057 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 17,563 | $131M | Open filing |
| 2023 | 19,826 | $149M | This page |
| 2024 · index core | 22,057 | $157M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Inova Health System Retirement Savings Plan (401(k), $3.5B, 21,716 participants)
- Inova Health System 403(b) Plan (Other, $157M, 22,057 participants)
Inova Health System 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Virginia, the nearest Other by assets is Elizabethtown College Defined Contribution Retirement Plan in PA ($149M); by covered participants it is Atlantic Health System 403(b) Retirement Savings Plan in NJ (19,936 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($149M here).
- Elizabethtown College Defined Contribution Retirement Plan (PA) $149M · 699
- Lecom Health 403(b) DC Plan (PA) $150M · 1,867
- Kuakini Health System 403(b) Matching Tax-Sheltered Annuity Plan (HI) $149M · 871
- The Navigators Basic Retirement Plan (CO) $150M · 1,620
Similar participant headcount
Nearest other-state filings by covered participants (19,826 participants); asset peers above are excluded.
- Atlantic Health System 403(b) Retirement Savings Plan (NJ) 19,936 · 110 off
- Norton Healthcare 403(b) Retirement Savings Plan (KY) 20,109 · 283 off
- Sharpsaver Defined Contribution Plan (CA) 19,173 · 653 off
- Sharp Healthcare 403(b) Tax Deferred Retirement Plan (CA) 19,016 · 810 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.